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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Schwab Charles (SCHW) Invested Capital (2016 - 2026)

Schwab Charles has reported Invested Capital over the past 17 years, most recently at $71.5 billion for Q4 2025.

  • For Q4 2025, Invested Capital rose 1.3% year-over-year to $71.5 billion; the TTM value through Dec 2025 reached $71.5 billion, up 1.3%, while the annual FY2025 figure was $71.5 billion, 1.3% up from the prior year.
  • Invested Capital for Q4 2025 was $71.5 billion at Schwab Charles, up from $49.4 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $77.0 billion in Q3 2021 and troughed at $36.3 billion in Q1 2023.
  • A 5-year average of $54.8 billion and a median of $49.5 billion in 2025 define the central range for Invested Capital.
  • Biggest five-year swings in Invested Capital: soared 179.0% in 2021 and later crashed 51.23% in 2022.
  • Year by year, Invested Capital stood at $74.1 billion in 2021, then dropped by 22.88% to $57.1 billion in 2022, then grew by 16.86% to $66.8 billion in 2023, then rose by 5.7% to $70.6 billion in 2024, then increased by 1.3% to $71.5 billion in 2025.
  • Business Quant data shows Invested Capital for SCHW at $71.5 billion in Q4 2025, $49.4 billion in Q3 2025, and $49.5 billion in Q2 2025.